Lincoln Paul Kopetski

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 01/2019
  U.S. Bancorp Investments, Inc.
  Puyallup, WA
• 01/2019 → 08/2024
  Lpl Financial, Llc
  Tacoma, WA
• 01/2019 → 09/2022
  Triad Investment Management
  Tacoma, WA
• 09/2022 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-01-10 → 2022-10-05
  Triad Investment Management
  Tacoma, WA
  Issaquah, WA
• 2012-07-30 → 2019-01-08
  U.S. Bancorp Investments, Inc.
  Spanway, WA
  Tacoma, WA
  University Place, WA
  Tacoma, WA
  Tacoma, WA
  Puyallup, WA
  Puyallup, WA
  Sumner, WA
  Puyallup, WA
  Puyallup, WA
  Puyallup, WA
  Tacoma, WA
  Bonney Lake, WA
• 2009-10-23 → 2012-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
  Tacoma, WA
  Seattle, WA
• 2008-09-26 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Tacoma, WA
  Seattle, WA
• 2006-11-08 → 2008-09-30
  Edward Jones
  Tacoma, WA

Other Businesses

1 - Merit Financial Advisors; Yes; At Registered Location; RIA; IAR; 09/2022; 160; 130; Service Clients. 2 - Fixed Insurance; No; At Registered Location; Fixed/Traditional Insurance; Agent; 08/2024; 10; 10; Sales of Fixed/Traditional Insurance products. 3 - Chinook Services LLC; No; 2120 11th Ave NW Puyallup, WA 98371; Operating LLC/Support Company; Owner; 01/2022; 1; 0; Finance and Accounting - Business Entity for Tax/Investment purposes only. 4 - PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-04

Designations

• Certified Financial Planner